Office Administrator

Office Administrative Assistant

Our customer in Beloit, Wisconsin is seeking a professional and detail-oriented Office Administrative Assistant to join their team on 1st shift. This position offers an excellent opportunity to grow within the financial services industry while supporting client relationships, administrative operations, and financial planning processes. The ideal candidate is organized, proactive, and committed to providing exceptional client service.

Responsibilities of the Office Administrative Assistant:

• Manage office calendars, appointments, and scheduling activities.
• Support daily administrative workflows and office operations.
• Maintain organized digital and physical client files.
• Process new account paperwork and closed account documentation.
• Handle incoming and outgoing mail and coordinate general office tasks.
• Assist with client communications and provide exceptional customer service.
• Support team members with administrative projects and operational initiatives.
• Maintain confidential client information and records with a high level of accuracy.
• Help ensure smooth office operations and efficient workflow management.
• Assist with special projects and additional administrative duties as assigned.

Office Administrative Assistant Requirements and

Qualifications:

• Life, Health & Accident Insurance License or willingness to obtain one.
• Previous experience in financial services, insurance, wealth management, accounting, or bookkeeping.
• Experience with Salesforce, Client Works, LPL, eMoney, Asset-Map, or Paperclip is a plus.
• Previous office administration, customer service, or administrative support experience.
• Excellent interpersonal and client relationship skills.
• Strong organizational and time-management abilities.
• Professionalism, discretion, and commitment to confidentiality.
• Strong verbal and written communication skills.
• Reliable attendance and strong work ethic.
• Proficiency with basic computer programs and office technology.

Pay for Office Administrative Assistant:
Starting at $16-$20/hour. Office Administrative Assistant Benefits:

• Health insurance.
• PTO.
• 401k with company match.
• Paid weekly.
• Direct deposit.
• Paid training.

Type: 1st Shift, Full-time

Schedule:

Monday – Friday from 8:00am – 5:00pm.